See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,212 | $124,425-74.1% | $112,040-71.2% | $137,256-76.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 11.89% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,304 | $3,411-61.8% | $2,954-55.9% | $4,156-68.6% |
| Participant deferral / active EE | $1,589 | $5,718-72.2% | $5,098-68.8% | $6,407-75.2% |
| Admin fee / account holder | $17 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |